SCM
MRSN

Sarissa Capital Management’s Mersana Therapeutics MRSN Stock Holding History

Sarissa Capital Management’s Portfolio MRSN Stock Details MRSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,000
Closed -$699K – 11
2023
Q3 		$699K Sell
22,000
-83,316
-79% -$3.96M 0.09% 10
2023
Q2 		$8.66M Sell
105,316
-46,684
-31% -$6.83M 0.86% 7
2023
Q1 		$15.6M Sell
152,000
-7,880
-5% -$1.11M 2% 6
2022
Q4 		$23.4M Hold
159,880
– – 2.79% 6
2022
Q3 		$27M Sell
159,880
-12,092
-7% -$1.97M 3.05% 6
2022
Q2 		$19.9M Hold
171,972
– – 2% 7
2022
Q1 		$17.2M Hold
171,972
– – 1.62% 8
2021
Q4 		$26.7M Hold
171,972
– – 2.31% 8
2021
Q3 		$40.5M Buy
171,972
+11,748
+7% +$3.43M 3.18% 8
2021
Q2 		$54.4M Hold
160,224
– – 4.33% 8
2021
Q1 		$64.8M Buy
160,224
+43,144
+37% +$20.9M 6.21% 8
2020
Q4 		$77.9M Buy
117,080
+3,600
+3% +$2M 7.95% 7
2020
Q3 		$52.8M Buy
113,480
+10,680
+10% +$5.4M 6.22% 7
2020
Q2 		$60.1M Sell
102,800
-47,200
-31% -$16.1M 6.69% 7
2020
Q1 		$21.9M Hold
150,000
– – 2.79% 8
2019
Q4 		$21.5M Hold
150,000
– – 1.78% 10
2019
Q3 		$5.92M Hold
150,000
– – 0.74% 9
2019
Q2 		$15.2M Hold
150,000
– – 1.89% 9
2019
Q1 		$19.7M Buy
+150,000
New +$18.9M 2.97% 8

Other funds holding MRSN

EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Silverarc Capital Management Boston, Massachusetts $962M AUM 524.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sarissa Capital Management's MRSN Position: Q4 2023 in Review

Sarissa Capital Management sold out of Mersana Therapeutics (MRSN) in Q4 2023, closing a stake of 22,000 shares — an estimated $699K sold.

Sarissa Capital Management first reported a position in MRSN in Q1 2019 and held it in 19 quarters. The position peaked at $77.9M in Q4 2020. 105 funds tracked by Wall St. Rank hold MRSN as of Q4 2023.

  • Sarissa Capital Management reported no remaining Mersana Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Sarissa Capital Management sold 22,000 Mersana Therapeutics shares in Q4 2023, an estimated $699K.
  • Sarissa Capital Management first reported a position in Mersana Therapeutics in Q1 2019 and held it in 19 quarters.
  • Sarissa Capital Management's Mersana Therapeutics position peaked at $77.9M in Q4 2020.
  • 105 funds tracked by Wall St. Rank held Mersana Therapeutics as of Q4 2023.

Based on Sarissa Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.